Unable to Link Fidelity HSA to Quicken

dlesaux
dlesaux Quicken Windows Subscription Member ✭✭
edited November 2022 in Download, Add/Update Accounts (Windows)
I searched the discussions, but I didn't see a solution to this issue. I can see an old 401k account, but my HSA doesn't come up when I link Fidelity. Anyone have a solution for this?
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  • dlesaux
    dlesaux Quicken Windows Subscription Member ✭✭
    edited October 2022
    After speaking with Fidelity, I realized that in order to access the HSA you need to select Fidelity "Investments" and not NetBenefits. The account will come up as a Brokerage account but will have the last four digits of the HSA account. You can then rename the account as an HSA,
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